Dean Anatra has been an investment adviser representative at William Joseph Capital Management since January 2016, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Dean Anatra is Private Wealth Advisor and Investment Advisor Representative at William Joseph Capital Management. He has led his own boutique CPA firm since 1996, building nearly three decades of experience in tax advisory, and has 38 years in the industry.
- – present · 10 yearsMadison, CT · Adviser representative · Firm CRD 226535
Professional designations
Listed by William Joseph Capital Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Dean Anatra is registered as an investment adviser representative in Connecticut, since January 2016.
- ConnecticutSince 28 January 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2016 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6604951
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- Madison, CT
- Registration
- Investment adviser registration
- In the industry since
- January 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamjosephcapital.com
Where does Dean Anatra work?
Dean Anatra is an investment adviser representative registered through William Joseph Capital Management, Inc. since January 2016, and is not listed among the firm’s executive officers or direct owners.
Is Dean Anatra a financial advisor?
Yes. Dean Anatra has a current investment-adviser registration in Connecticut, through William Joseph Capital Management since January 2016.
How many years of experience does Dean Anatra have?
Dean Anatra has 10 years in the financial industry, since January 2016, across 1 adviser firm.
What exams has Dean Anatra passed?
Dean Anatra passed the Series 65 in January 2016.
Where is Dean Anatra based?
Dean Anatra’s registered office is in Madison, CT.
Is Dean Anatra registered with FINRA?
No. Dean Anatra has no current broker registration.
How can I verify Dean Anatra’s record?
Search CRD 6604951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dean Anatra’s full registration record.
